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Protect yourself from financial scams in Bend, Oregon!
Financial scams in Bend, Oregon are exploding with the growth of the internet, just as they are for the rest of the country. In this …
A guide to keeping your money safe online (+ cybersecurity checklist)
Keeping your money safe online is no simple task. In this article we’ll cover: The types of identity theft How to protect your money from …
Essential to know: Retiring in Bend, Oregon
Oregon is a beautiful and peaceful place to live – but how good an idea is retiring in Bend, Oregon? Read on and we’ll tell …
How to find a fee-only financial advisor: four easy steps
The decision to hire a financial advisor is an important one that can have a major impact on the quality of your life. If you …
Questions to ask your financial advisor
What services do you offer? What is your new client minimum investment amount? Will you sign a fiduciary oath? If not, why? What are your …
COVID-19 and Contingency Planning
The MCS mission to “Transform money from a source of worry to a resource for fulfillment” extends beyond “Managing Risk to Increase Wealth”. In times …